Podcast
The Wealth Flow
Hosted by Keith Borie · EN
Catapult your wealth-building journey to new heights by unlocking the secrets of passive investing! Welcome to The Wealth Flow Show, where we provide you with invaluable education to help you overcome the obstacles on your path to real estate success.
Tune in every Tuesday and Thursday as we explore a wide range of investment alternatives, including different asset classes, self-directed IRAs, and powerful taxation techniques to optimize your purchasing power. Our episodes feature enlightening discussions with expert guests, providing you with diverse perspectives to foster personal and professional growth.
Your investing career is as far as your imagination goes, and we're here to serve as your ultimate guide to transform your dreams into reality.
41episodes
Episodes
Newest firstAll episodes
EP222: Smart Retirement Planning Strategies Every Investor Should Know - Ray Godleski, CFP®
1w ago00:53:36Tap to summarizeThe best retirement strategy starts long before you stop working. In this episode, Certified Financial Planner Ray Goodletsky shares practical strategies for building tax-efficient wealth, maximizing retirement accounts, and avoiding costly mistakes before and after retirement. From Roth conversions and inherited IRAs to long-term care planning and business-owner retirement strategies, Ray explains how thoughtful planning today can create greater financial flexibility tomorrow. Tune in to learn how smart financial planning can help you build and protect lasting wealth. Key Takeaways To Listen For Why tax diversification may matter more than investment returns The retirement planning window most investors completely overlook How Roth conversions can reduce future tax headaches Overlooked retirement tools available to business owners and solopreneurs Why having a flexible financial plan beats reacting to market uncertainty Resources/Links Mentioned In This Episode Retirement Planning Guidebook by Wade Pfau | Kindle, Paperback, and Hardcover The 7 Habits of Highly Effective People by Stephen R. Covey | Kindle, Paperback, and Hardcover Atomic Habits by James Clear | Kindle, Audiobook, and Paperback About Ray Godleski, CFP® Ray Godleski, CFP®, is a financial advisor and partner at Southeast Wealth Partners, where he helps individuals, families, and business owners build long-term financial security through personalized wealth management and retirement planning. With expertise in investment management, tax-efficient strategies, retirement income, and estate planning, Ray takes a comprehensive, client-centered approach to helping clients achieve their financial goals. Known for simplifying complex financial decisions, he is committed to providing trusted guidance that empowers clients to make informed choices and build lasting financial confidence. Connect with Ray Website: Southeast Wealth Partners Podcast: Executive Retirement Compass | Apple Podcasts Email: info@sewealthpartners.com Connect With Us If you're looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://slipstreamaii.com/. Follow Keith's social media pages LinkedIn: Keith Borie Investor Club: Secret Passive Cashflow Investors Club Facebook: Keith Borie X: @BoboLlc80554
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EP221: The Investor Mindset That Turns Difficult Deals Into Big Wins - Doron Levi
2w ago00:48:17Tap to summarizeThe best real estate deals aren't always the easiest ones; they're often the ones everyone else overlooks. In this episode, Doron Levi shares how he built a real estate portfolio by combining creative deal structuring, development expertise, and a business-first mindset. From transforming industrial buildings into multifamily properties to negotiating seller financing and repositioning distressed assets, Doron reveals why understanding people and solving problems is often more valuable than simply finding properties. Dial in to learn how creative thinking can unlock opportunities others never see. Key Takeaways To Listen For A mindset shift that helped transform a business owner into a successful developer How creative financing can unlock deals traditional lenders won't touch Why learning to pivot separates successful investors from everyone else The hidden value of understanding a seller's real motivation before negotiating Reasons why listening can become your greatest competitive advantage Resources/Links Mentioned In This Episode What the Heck Is EOS? by Gino Wickman and Tom Bouer About Doron Levi Doron Levi is a real estate developer, builder, entrepreneur, and seasoned investor with a diverse background in business and real estate. After building, scaling, and successfully exiting multiple multimillion-dollar service companies, he reinvested his capital into real estate, focusing on the acquisition, development, and construction of multifamily and commercial properties. As the leader of several real estate ventures, Doron has overseen more than 8 million square feet of completed projects and enhanced over $70 million in multifamily, commercial, and residential assets through land entitlement, construction, redevelopment, and property restoration. With expertise spanning private equity, business acquisitions, and property management, he is known for his hands-on, innovative approach to creating long-term value and delivering profitable real estate investments. Connect with Doron Website: Doron Levi LinkedIn: Doron Levi Facebook: Doron Levi Instagram: @doronlevirei YouTube: Doron Levi Connect With Us If you're looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://slipstreamaii.com/. Follow Keith's social media pages LinkedIn: Keith Borie Investor Club: Secret Passive Cashflow Investors Club Facebook: Keith Borie X: @BoboLlc80554
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EP220: How Smart Investors Use LLCs, DSCR Loans & Cost Segregation - Aaron Marsh
3w ago00:54:24Tap to summarizeLooking for financing options beyond what traditional banks offer? In this episode, Aaron Marsh, founder of Marsh Lending, explains how investors can use creative lending strategies to finance short-term rentals, multifamily properties, and commercial real estate. From DSCR loans and LLC structures to cost segregation and portfolio lending, Aaron breaks down practical ways investors can qualify for more opportunities while protecting their long-term wealth. Tune in to discover financing strategies that can help you grow your real estate portfolio with confidence. Key Takeaways To Listen For Why experienced investors often choose LLCs over personal ownership How DSCR loans open doors that traditional lenders often close The overlooked tax strategy that can dramatically improve cash flow What lenders really evaluate before approving commercial properties Financing mindset that helps investors scale with confidence Resources/Links Mentioned In This Episode Traction by Gino Wickman | Kindle, Audiobook, and Paperback The Richest Doctor by David Auer | Paperback and Hardcover About Aaron Marsh Aaron Marsh brings a lifetime of real estate expertise, rooted in his Dallas upbringing, combined with a strong finance background and an MBA in Strategy. At Marsh Lending, we are dedicated to delivering seamless, customizable mortgage and lending solutions that meet the demands of today's dynamic personal and commercial markets. Our services include a diverse range of mortgage solutions, including DSCR loans for investment properties, no-income-or-employment-verification loans, bank-statement loans, portfolio loans, 1031 exchanges, and more. With a commitment to fast closings, we eliminate the frustrations often associated with traditional mortgage processes, making your path to financing smooth and stress-free. Now based along the scenic beaches of 30A, Aaron and his team are ready to serve clients wherever they are. We proudly Connect with Aaron Website: Marsh Lending Email: hello@marshlending.com YouTube: Marsh Lending Connect With Us If you're looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://slipstreamaii.com/. Follow Keith's social media pages LinkedIn: Keith Borie Investor Club: Secret Passive Cashflow Investors Club Facebook: Keith Borie X: @BoboLlc80554
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EP219: Building Wealth One Deal at a Time - Dr. Jordan Romano
Jun 2400:53:35Tap to summarizeWhat happens when a physician applies curiosity, patience, and long-term thinking to real estate investing? In this episode, Dr. Jordan Romano shares how he built a portfolio of single-family and multifamily properties while maintaining a full-time medical career. From finding deals on Craigslist and turning one property into multiple opportunities through subdivision, Jordan reveals why staying hyper-local and thinking differently can uncover value others miss. Tune in to learn how patience, optionality, and disciplined investing can help create long-term wealth. Key Takeaways To Listen For Overlooked opportunities hiding in plain sight within local markets How curiosity often uncovers value that other investors miss Why optionality can be more valuable than immediate cash flow The surprising benefits of staying hyper-local with your investments Mindset shift that helps investors avoid costly mistakes Resources/Links Mentioned In This Episode Am I Being Too Subtle? by Sam Zell | Kindle and Hardcover The Almanack of Naval Ravikant | Kindle, Paperback, and Hardcover Thinking In Bets by Annie Duke | Hardcover & Audiobook About Dr. Jordan Romano Dr. J. Jordan Romano is an Ivy League–trained physician with more than 15 years of clinical experience practicing in major academic medical centers. In addition to his clinical work, he has spent nearly a decade consulting in the medical malpractice field, providing expert witness services for both plaintiff and defense firms across the United States. His expertise includes reviewing medical records, evaluating standards of care, analyzing complex medical cases, and delivering expert testimony. Passionate about education and professional development, Dr. Romano is committed to helping fellow healthcare professionals succeed by sharing the knowledge and insights gained throughout his clinical and medical-legal career. Connect with Dr. Jordan Website: Medical Expert Witness Connect With Us If you're looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://slipstreamaii.com/. Follow Keith's social media pages LinkedIn: Keith Borie Investor Club: Secret Passive Cashflow Investors Club Facebook: Keith Borie X: @BoboLlc80554
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EP218: Tax Lien Investing Made Simple - Stephen Morel
Jun 1700:51:17Tap to summarizeTax lien investing has delivered double-digit returns for institutional investors for decades, but most investors have been locked out by complexity and legal barriers. In this episode, Stephen Morel shares how his experience as a title attorney and entrepreneur led him to build technology that simplifies tax lien investing nationwide. From Hurricane Katrina's impact on New Orleans to the creation of a platform that automates compliance, asset management, and due diligence, he explains how investors can access one of real estate's most overlooked opportunities. Tune in to learn how technology is transforming tax lien investing and making it accessible to more investors than ever before. Key Takeaways To Listen For Why tax lien investing has remained dominated by institutions for over a century Artificial barriers that keep everyday investors out of a $20 billion market How technology is simplifying one of real estate's most complex asset classes The surprising reason most tax liens never reach foreclosure Main difference between investing for interest income versus property ownership Resources/Links Mentioned In This Episode Early Access to Simplified AI-Powered Tax Lien Investing The ONE Thing by Gary Keller and Jay Papasan | Kindle, Audiobook, and Paperback Tax Sale Resources About Stephen Morel Stephen Morel is the founder of JurisDeed, a legal services firm focused on helping real estate investors, entrepreneurs, and business owners protect and structure their assets through strategic legal planning. With a background in law and real estate, Stephen specializes in entity formation, asset protection, estate planning, and legal frameworks designed to support long-term wealth creation. Through JurisDeed, he provides practical, investor-focused guidance that helps clients navigate complex legal matters with clarity and confidence while building a strong foundation for growth and legacy. Connect with Stephen Website: JurisDeed LinkedIn: Stephen Morel Connect With Us If you're looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://slipstreamaii.com/. Follow Keith's social media pages LinkedIn: Keith Borie Investor Club: Secret Passive Cashflow Investors Club Facebook: Keith Borie X: @BoboLlc80554
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EP217: How Mobile Home Parks and RV Communities Create Long-Term Cash Flow - Nathan Jameson
Jun 1000:49:59Tap to summarizeAffordable housing shortages continue to create opportunities, but only for investors who understand the operational side of the business. In this episode, Nathan Jameson shares how he scaled from a 36-site mobile home park to managing over $150M in manufactured housing and RV assets. From utility systems and resident quality to fund structures and seasonal RV investing, Nathan explains how patient operators build long-term value in overlooked sectors. Listen now to learn why manufactured housing continues attracting capital despite changing markets. Key Takeaways To Listen For How experienced operators create value beyond simply raising lot rents The hidden economics behind filling vacant sites profitably Why smaller parks created opportunities before institutional capital caught on Surprising advantages of age-restricted communities during uncertain markets What changing market cycles are doing to seller expectations and deal flow Resources/Links Mentioned In This Episode "What Are People For?" by Wendell Berry | Kindle and Paperback About Nathan Jameson Nathan Jameson is the founder and managing partner of Arx Ventures, a real estate investment firm focused on identifying and operating high-performing multifamily and commercial assets. With experience across acquisitions, underwriting, asset management, and capital raising, Nathan specializes in building resilient investment strategies designed to perform across changing market conditions. Known for his disciplined approach to risk management and data-driven decision-making, he focuses on creating long-term value for investors while emphasizing operational excellence, strong partnerships, and sustainable growth. Connect with Nathan Website: Arx Ventures LinkedIn: Nathan Jameson Connect With Us If you're looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://bobocapitalventures.com/. Follow Keith's social media pages LinkedIn: Keith Borie Investor Club: Secret Passive Cashflow Investors Club Facebook: Keith Borie X: @BoboLlc80554
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EP216: Private Equity Strategies for Smarter Real Estate Investing - John Azar
Jun 300:50:50Tap to summarizeMarkets change fast, but disciplined investors adapt faster. In this episode, John Azar shares how decades of experience through crashes, distressed assets, and private equity have shaped his investment philosophy. From multifamily underwriting and car wash investments to distressed opportunities and operator selection, John breaks down how investors can build resilience in uncertain markets. Tune in to learn how disciplined underwriting and smart partnerships create long-term success. Key Takeaways To Listen For Why boots-on-the-ground due diligence beats relying solely on spreadsheets The resilience advantage of B-class multifamily during economic shifts How strong relationships and operator partnerships accelerate long-term growth Reasons why some investors survive volatile markets while others get wiped out Where savvy investors are uncovering overlooked opportunities in today's market Resources/Links Mentioned In This Episode Devil Take the Hindmost by Edward Chancellor | Kindle, Paperback, and Hardcover Hope Is Not A Method by Gordon R. Sullivan | Kindle, Paperback, and Hardcover About John Azar John Azar is the founder and managing partner of Peak 15 Capital, where he focuses on multifamily and commercial real estate investments with an emphasis on value creation, disciplined underwriting, and long-term wealth building. With experience spanning acquisitions, asset management, and market analysis, John helps investors navigate complex market cycles while identifying opportunities in both traditional and alternative asset classes. Known for his data-driven yet relationship-focused approach, he specializes in building resilient investment strategies that prioritize downside protection, operational excellence, and sustainable growth. Connect with John Website: Peak 15 Capital LinkedIn: John Azar Email: azar@peak15cap.com Connect With Us If you're looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://bobocapitalventures.com/. Follow Keith's social media pages LinkedIn: Keith Borie Investor Club: Secret Passive Cashflow Investors Club Facebook: Keith Borie X: @BoboLlc80554
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EP215: The Senior Living Boom: Why Investors Are Watching the "Silver Tsunami" - Jerry Vinci
May 2700:49:47Tap to summarizeSenior living is no longer a niche investment; it's becoming one of the biggest demographic opportunities of the next two decades. In this episode, Jerry Vinci breaks down why the "silver tsunami" is creating massive demand for senior housing, assisted living, and memory care communities. From occupancy growth and operational challenges to lead-generation systems and investment due diligence, Jerry reveals what separates thriving senior-living operators from struggling ones. Listen now to learn why this asset class is attracting serious attention from investors nationwide. Key Takeaways To Listen For How demographic shifts are driving sustained need for senior living communities Overlooked gaps where senior housing communities lose revenue Ways reliance on referral agencies can quietly erode your bottom line Why robust marketing-to-move‑in systems are the engine of occupancy gains How operator execution quality can make or break a senior housing deal Resources/Links Mentioned In This Episode Becoming a Category of One by Joe Calloway | Kindle, Paperback, and Hardcover A Place for Mom Caring About Jerry Vinci Jerry Vinci is the founder and CEO of CCR Growth, a marketing and growth agency dedicated exclusively to the senior living industry. With more than 20 years of experience in marketing, demand generation, and occupancy growth, Jerry helps senior living operators build scalable systems that generate qualified leads, improve move-ins, and create more predictable growth. He is also the host of the From Leads to Leases podcast, where he speaks with industry leaders about senior living marketing, operations, sales strategy, and the future of occupancy growth. Known for his direct, systems-driven approach, Jerry focuses on aligning marketing, sales, and operations to help communities grow sustainably and serve families more effectively. Connect with Jerry Website: CCR Growth LinkedIn: Jerry Vinci Connect With Us If you're looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://bobocapitalventures.com/. Follow Keith's social media pages LinkedIn: Keith Borie Investor Club: Secret Passive Cashflow Investors Club Facebook: Keith Borie X: @BoboLlc80554
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EP214: Why Temperament Beats Intelligence in Investing - Jonathan Blau
May 2000:48:40Tap to summarizeMany investors believe that the biggest risk to their portfolio is volatility, but what if playing it "safe" is actually destroying their wealth? In this episode, Jonathan Blau breaks down the core principles of behavioral finance and explains why an investor's temperament is far more important than their intellect. Listen now to learn how to reprogram your natural biases, stop betting on apocalyptic speculation, and build a bulletproof, index-driven strategy! Key Takeaways To Listen For Why volatility is an illusory risk and the real external threat to wealth is actually inflation How keeping just two to three years of living expenses in bonds protects against the sequence of return risk The danger of the "Action Bias" and how our biological survival instincts sabotage long-term equity success High dividend yields vs. a smart investment for total returns A staggering reality about professional money managers failing to beat their benchmark index Resources/Links Mentioned In This Episode The Psychology of Money by Morgan Housel | Kindle, Paperback, and Hardcover Crazy Wealthy Podcast | Fix It Fridays About Jonathan Blau Jonathan Blau is the Founder and Chief Executive Officer of Fusion Family Wealth, a Long Island-based fee-only registered investment advisory firm with $1.6 billion in assets under management. His investment philosophy centers around shaping positive money behaviors and teaching high-net-worth individuals to make consistently rational financial decisions under uncertainty. He firmly believes that an investor's temperament, how they react to market vagaries and natural biases, is the dominant variable determining their ultimate success or failure. Connect with Jonathan Website: Fusion Family Wealth Podcast: Crazy Wealthy Podcast | Apple Podcasts and Spotify Connect With Us If you're looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://bobocapitalventures.com/. Follow Keith's social media pages LinkedIn: Keith Borie Investor Club: Secret Passive Cashflow Investors Club Facebook: Keith Borie X: @BoboLlc80554
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EP213: Defeating Taxes and Maximizing the "One Big Beautiful Bill Act" - Christopher J. Picciurro, CPA, MBA, PFS, ARA
May 1300:55:49Tap to summarizeMany business owners and real estate investors overpay on taxes because they confuse looking backward (tax preparation) with looking forward (tax planning and strategy). In this episode, Christopher J. Picciurro, CPA, MBA, PFS, ARA, returns to break down the massive paradigm shift in tax law passed on July 4th. Listen now to learn how to legally and ethically reduce your tax burden, structure your entities correctly, and stop treating the IRS as your most expensive involuntary business partner! Key Takeaways To Listen For Crucial difference between tax compliance (looking back) and tax strategy (looking forward) How to leverage four new temporary deductions reported on Schedule 1A, including no tax on tips, overtime, and specific new car loan interest Why the increased SALT deduction limit (up to $40,000 for married couples) and the preserved $15 million estate tax exemption are massive wins for investors The preservation of the 1031 exchange and how to prepare for the QOZ 2.0 rollout in 2027 to defer capital gains Permanent return of 100% bonus depreciation and how it fuels cost segregation studies for real estate owners Resources/Links Mentioned In This Episode Defeating Taxes by Chris Picciurro | Paperback The Science of Scaling by Mark Roberge | Kindle and Hardcover About Christopher Picciurro, CPA, MBA, PFS, ARA Christopher Picciurro is a CPA, author, educator, and tax strategist who founded his own practice in 2002 at the age of 27. After realizing the accounting industry was heavily focused on compliance rather than proactive strategy, he created the Teaching Tax Flow community to bring elite tax planning to the everyday taxpayer. With over two decades of experience, Christopher recently published his new book, Defeating Taxes, to help entrepreneurs and investors logically navigate tax law to legally and ethically keep more of their hard-earned money. Connect with Christopher Website: Chris Picciurro | Defeating Taxes Podcast: Teaching Tax Flow | Apple Podcasts and Spotify LinkedIn: Christopher Picciurro, CPA, MBA, PFS, ARA Facebook: Chris Picciurro Facebook Group: Defeating Taxes Instagram: @chrispicciurro YouTube: Teaching Tax Flow Connect With Us If you're looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://bobocapitalventures.com/. Follow Keith's social media pages LinkedIn: Keith Borie Investor Club: Secret Passive Cashflow Investors Club Facebook: Keith Borie X: @BoboLlc80554
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